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DBOAX vs VBINX
DBOAX vs VBINX Comparison
Open Charts DBOAX vs VBINX
BNY Mellon Balanced Opportunity A
Price$23.89
Change-$0.30 (-1.24%)
VolumeN/A
Net Assets288.25M
Vanguard Balanced Index I
Price$49.39
Change-$0.49 (-0.98%)
VolumeN/A
Net Assets58.54B
DBOAX vs VBINX Comparison Chart
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DBOAX vs. VBINX commentary
Feb 23, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is DBOAX is a StrongBuy and VBINX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VBINX has more cash in the bank: 58.5B vs. DBOAX (288M). VBINX pays higher dividends than DBOAX: VBINX (1.88) vs DBOAX (1.17). DBOAX was incepted earlier than VBINX: DBOAX (21 years) vs VBINX (32 years). DBOAX is a more actively managed with annual turnover of: 71.50 vs. VBINX (19.00). VBINX has a lower initial minimum investment than DBOAX: VBINX (0) vs DBOAX (1000). VBINX annual gain was more profitable for investors over the last year : 10.08 vs. DBOAX (5.66). VBINX return over 5 years is better than : 29.05 vs. DBOAX (3.55).
| DBOAX | VBINX | DBOAX / VBINX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 21 years | 32 years | - |
| Gain YTD | 1.703 | 2.867 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288M | 58.5B | 0% |
| Annual Yield % from dividends | 1.17 | 1.88 | 62% |
| Returns for 1 year | 5.66 | 10.08 | 56% |
| Returns for 3 years | 4.45 | 13.82 | 32% |
| Returns for 5 years | 3.55 | 29.05 | 12% |
| Returns for 10 years | 15.12 | 80.76 | 19% |
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